Safety

Lockout/Tagout Procedure (LOTO)

Energy control procedures to protect workers from hazardous energy during equipment maintenance.

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About This Template

The Lockout/Tagout (LOTO) Procedure Template is required by OSHA 1910.147 to protect workers from hazardous energy during equipment servicing and maintenance. This template documents machine-specific procedures for safely shutting down, isolating, and de-energizing equipment, then verifying zero energy state before maintenance begins. LOTO prevents tragic accidents caused by unexpected equipment startup, energy release, or stored energy. The procedure includes all energy sources (electrical, mechanical, hydraulic, pneumatic, thermal, chemical), specific lockout points, verification steps, and controlled restart processes.

Key Features

Equipment-specific energy source identification
Step-by-step shutdown and isolation procedures
Lockout device application points and methods
Stored energy dissipation and verification
Multi-person lockout coordination
Safe restart and notification procedures

How to Use This Template

  • Develop equipment-specific procedure for each machine
  • Identify all energy sources requiring isolation
  • Document shutdown sequence and lockout points
  • Specify methods for dissipating stored energy
  • Describe verification steps to confirm zero energy
  • Train all affected employees on procedures before use

Ideal For

Safety managers developing LOTO programs
Maintenance supervisors protecting technicians
Facility engineers documenting energy control procedures
Manufacturing plants meeting OSHA requirements

Common Use Cases

Performing preventive maintenance on production equipment
Conducting equipment repairs and adjustments
Cleaning jams or clearing blockages safely
Installing or modifying guarding and safety devices

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